-5.8%
AQN vs VOO
+325.3%
-331.1%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.1% | -2.8% |
| 7D | -6.3% | -0.8% | -5.6% | -5.8% |
| 30D | -8.0% | -1.1% | -6.9% | -7.3% |
| 3M | -8.9% | +3.9% | -12.7% | -11.4% |
| 6M | -13.6% | +13.6% | -27.2% | -21.4% |
| YTD | -11.8% | +12.7% | -24.5% | -19.3% |
| 1Y | -3.3% | +17.6% | -20.9% | -14.3% |
| 3Y | -14.6% | +77.3% | -91.9% | -44.4% |
| 5Y | -55.1% | +84.1% | -139.3% | -72.1% |
| All | -5.8% | +325.3% | -331.1% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling